FAQs in this section
What is Vtiger CRM Process Designer?
What are the benefits of using Process Designer?
What are the feature and edition availability for Vtiger CRM?
What is a business process in the process designer?
What is a Flowchart in the process designer?
What is a Workflow in the process designer?
What is a Process Designer?
What is a process design?
What are Process Designer components?
What is Process Designer Components Menu?
How to add an action in the process designer?
How do I add a condition in the process designer?
How do I add Wait Time in the process designer?
How do I add a label in the process designer?
How can I delete a component in the process designer?
What are Vtiger CRM Process Designer keyboard shortcuts?
How to go access the Process Designer module?
How to create a process flow for a business process?
What are process design versions?
How do i I access Process Designer Summary View?
How to view Process History for process design versions?
What are actions available in the process design versions?
What are the actions available in process design records?
Can I link flows in the Process Designer to multiple loops?
What is Fetch Records action in Process designer?
What is Vtiger's Data Source Designer?
What is Zero-Copy Integration?
What are the benefits of Zero-Copy Integration?
Which merge tag should I use to dynamically display the current page number?
How do I fetch data from Vtiger using the Code Editor?
How do I create a virtual module in the CRM?
How do I use the Unique Record Identification (Key ID) for the Virtual modules in the mobile app?
How do I activate and deactivate process design versions?
Table of Contents
Activating and Deactivating Process Design Versions
Once you Save as Draft a process design, you can still publish the process design version by Activating (enabling) it.
Once a process design version is Active you will not be able to edit or delete it. You can only Preview and Clone it.
Note:
Once you Save as Draft a process design, you can still publish the process design version by Activating (enabling) it.
Once a process design version is Active you will not be able to edit or delete it. You can only Preview and Clone it.
Note:
- Activating a process design version is the same as publishing it. Hence Process Designer allows only one Active or Published process design version for a process design record.
- A process design version remains Inactive by Deactivating (disabling) it.
- In the Process Designer, if you Publish or Activate a process design with a few mandatory steps, fields, and connections invalid or empty, you will be directed to the following error message Failed to Publish.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment